13F filing recap · Q2 2010

What did Baupost Group LLC buy in Q2 2010?

Reported stock-position changes between this filing and the previous one.

Stock value

$1.33B

Positions

Estimated turnover

18.1%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

EXXIQEnergy Xxi Ltd$4.18Mreported value+265.0K shares

Increased positions

VSATViasat, Inc.$324.70Mreported value+1.27M shares+14.5%ENZNViskase Holdings, Inc.$108.37Mreported value+972.8K shares+10.6%ADCTAdc Telecommunications$41.96Mreported value+662.5K shares+13.2%

Reduced positions

NWSANews Corporation$227.84Mreported value-4.09M shares-17.7%BBEPBreitburn Energy Partners LP$123.78Mreported value-205.1K shares-2.4%UFSDomtar Corp$89.70Mreported value-851.9K shares-31.8%VOXXVoxx International Corp$7.79Mreported value-653.1K shares

Exited positions

DTVDirectv$54.69Mprior reported value-1.62M shares-100.0%FACTFacet Biotech Corp$53.98Mprior reported value-2.00M shares-100.0%